Virtual CFO Services
Institutional-grade Financial Stewardship — part-time, full impact CA Anand Kumar & Mihir Shah
Challenges & How We Help Block
The challenges SMEs and startups face
- Can't afford a full-time CFO but desperately need one's expertise
- Financial statements are produced but never analysed — no forward-looking insight
- Fundraising readiness is zero: no investor MIS, waterfall models, or cap-table clarity
- Tax planning is reactive; GST, TDS, and ROC deadlines are frequently missed
- Valuation for funding rounds is guesswork — no certified basis or benchmarking
How Quadrant helps
- Shared CFO model: full CFO capability at a fraction of the cost
- Monthly MIS, management accounts, cash-flow forecasts, and board-pack reporting
- Fundraise-ready data rooms: cap-table models, waterfall analysis, and investor dashboards
- Proactive tax and compliance calendar: GST, TDS, ROC, MSME, and DPIIT filings managed
- Mihir: IBBI Registered Valuer (SFA) + CFA Level I — certified business valuations
What We Deliver
- Monthly MIS & Management Accounts — P&L, balance sheet, cash-flow statements, and board-pack reports delivered monthly.
- Cash-Flow Forecasting — Rolling 13-week and quarterly cash models with scenario analysis and early-warning alerts.
- Tax & Compliance Calendar — Proactive management of GST, TDS, ROC, PF, ESI, MSME, and DPIIT filing deadlines.
- Business Valuation (Certified) — IBBI-registered valuations for funding rounds, ESOPs, mergers, and buy-sell transactions.
- Fundraise Data-Room Build — Cap-table modelling, investor dashboards, waterfall analysis, and due-diligence document packs.
- AI-Powered Financial Automation — Tally/SAP integration, automated reconciliation, real-time dashboards, and chatbot compliance.